About LeadSimple

LeadSimple is a powerful CRM and process management tool designed specifically for real estate professionals. It helps in managing leads, automating processes, and ensuring seamless communication with clients. By integrating various applications and services, LeadSimple streamlines workflows and enhances productivity.

Benefits of Using IdentityCheck with LeadSimple

Integrating IdentityCheck with LeadSimple ensures that all your ID verification needs are managed smoothly within your lead management system, enhancing security and compliance. Here are some key uses:

• Seamless ID Verification: Automatically verify the identity of new leads as they enter your system, ensuring you only deal with authenticated individuals.
• Enhanced Security: Protect sensitive data and ensure compliance with industry regulations by verifying identity before any data exchange.
• Save Time: Automate the ID verification process to save time and resources, allowing you to focus on nurturing leads and closing deals.

Setting Up IdentityCheck with LeadSimple on Zapier

Integrating IdentityCheck with LeadSimple through Zapier is a straightforward process. Follow these steps:

• Step 1: Log in to your Zapier account. If you don’t have one, you can sign up on the Zapier website.
• Step 2: Click on ‘Make a Zap!’ to start creating your integration.
• Step 3: Select LeadSimple as your trigger app and choose the trigger event. This could be “New Lead” or “Updated Lead” depending on your needs.
• Step 4: Connect your LeadSimple account by following the on-screen instructions.
• Step 5: Select IdentityCheck as your action app and choose the action event, such as “Verify ID”.
• Step 6: Connect your IdentityCheck account.
• Step 7: Map the fields from LeadSimple to IdentityCheck based on the information you want to verify.
• Step 8: Test your Zap to ensure it’s working correctly and then turn it on.

Using IdentityCheck with LeadSimple

Once set up, using IdentityCheck with LeadSimple is seamless. Here’s how you can utilize the integration:

• Automatic ID Verification: As new leads are added in LeadSimple, their information is automatically sent to IdentityCheck for verification.
• Real-Time Updates: Receive immediate notifications if the ID verification fails, allowing you to take prompt action.
• Manage Verified Leads: Use LeadSimple’s powerful CRM features to manage leads that have been verified by IdentityCheck, ensuring you focus on genuine prospects.
• Improve Compliance: Maintain a record of all verification checks to ensure compliance with security and data protection regulations.

By integrating IdentityCheck with LeadSimple, you enhance your lead management process with robust ID verification, ensuring a safer and more efficient workflow.